Desglose por sector

04
Technology 5,8%
Communication Services 2,4%
Financials 1,6%
Retail 1,5%
Healthcare 1,5%
Industrials 0,7%
Consumer Discretionary 0,5%
Consumer Staples 0,3%
Energy 0,2%
Consumer products 0,2%
Materials 0,1%
Utilities 0,1%
Otro/No mapeado 85,2%

Cartera completa 135 posiciones

05
Tipo Racha Tendencia 8T
VOO Vanguard S&P 500 ETF $68 490 427 10,26% 114 619 $-179 265 275 Bajar ×1
BND Vanguard Total Bond Market ETF $66 691 007 9,99% 905 636 $14 190 727 Subir ×1
SCHG SCHWAB STRATEGIC TRUST $47 521 559 7,12% 1 631 361 Subir ×1
SPY SPY $40 516 871 6,07% 62 301 $-36 470 266 Bajar ×1
SPDW State Street SPDR Portfolio Developed World ex-US ETF $37 832 346 5,67% 828 748 Subir ×1
SPYM State Street SPDR Portfolio S&P 500 ETF $37 137 240 5,56% 485 200 $36 621 124 Subir ×1
VT Vanguard Total World Stock Index ETF $31 538 520 4,73% 228 011 $30 889 221 Subir ×1
SCHV SCHWAB STRATEGIC TRUST $30 870 939 4,63% 1 012 162 Subir ×1
VWO Vanguard FTSE Emerging Markets ETF $30 385 919 4,55% 562 182 Subir ×1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $28 981 052 4,34% 599 773 $28 332 008 Subir ×1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $28 196 877 4,22% 476 138 $27 137 202 Subir ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $21 823 081 3,27% 35 383 $-40 405 626 Bajar ×1
AAPL Apple Inc. - Common Stock $16 956 328 2,54% 66 812 $-636 826 Subir ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $11 885 126 1,78% 143 627 Subir ×1
SPHY State Street SPDR Portfolio High Yield Bond ETF $11 752 461 1,76% 503 965 Subir ×1
IVW iShares S&P 500 Growth ETF $10 252 426 1,54% 90 641 $-32 927 731 Bajar ×1
IWM iShares Russell 2000 Index Fund $9 626 336 1,44% 38 816 $-28 203 904 Bajar ×1
BCI abrdn ETFs $8 170 257 1,22% 336 363 Subir ×1
NVDA NVIDIA Corporation - Common Stock $7 254 924 1,09% 41 599 $-322 633 Subir ×1
SPHQ Invesco S&P 500 Quality ETF $6 752 304 1,01% 89 803 $5 503 914 Subir ×1
AMZN Amazon.com, Inc. - Common Stock $6 228 527 0,93% 29 906 $-211 582 Subir ×1
MSFT Microsoft Corporation - Common Stock $5 906 493 0,89% 15 956 $-1 608 134 Subir ×1
HEQT Simplify Exchange Traded Funds $5 848 483 0,88% 185 666 Subir ×1
GOOG Alphabet Inc. - Class C Capital Stock $5 301 466 0,79% 18 481 $-271 983 Subir ×1
SPLV Invesco S&P 500 Low Volatility ETF $5 078 543 0,76% 69 436 Subir ×1
IJR iShares Trust $4 036 584 0,60% 32 472 $28 965 Bajar ×1
GOOGL Alphabet Inc. - Class A Common Stock $3 696 604 0,55% 12 855 $-168 031 Subir ×1
JPM JP Morgan Chase & Co. Common Stock $3 107 256 0,47% 10 563 $-231 052 Subir ×1
META Meta Platforms, Inc. - Class A Common Stock $3 052 877 0,46% 5 336 $-344 239 Subir ×1
LLY Eli Lilly and Company Common Stock $2 987 562 0,45% 3 248 $-489 807 Subir ×1
EFA iShares Trust $2 835 017 0,42% 29 188 $60 044 Subir ×1
V Visa Inc. $2 457 783 0,37% 8 132 $-445 896 Bajar ×1
VTEB Vanguard Tax-Exempt Bond ETF $1 864 474 0,28% 37 372 $-9 237 Subir ×1
BRK-B (presentado como BRKB) Berkshire Hathaway Inc. Class B $1 731 936 0,26% 3 614 $360 707 Subir ×1
MCD McDonald's Corporation Common Stock $1 680 762 0,25% 5 408 $42 745 Subir ×1
IWR iShares Russell Mid-Cap ETF $1 678 081 0,25% 17 259 $-225 927 Bajar ×1
QQQ Invesco QQQ Trust, Series 1 $1 669 323 0,25% 2 892 $-1 509 779 Bajar ×1
MUB iShares Trust $1 646 701 0,25% 15 513 $-38 964 Bajar ×1
TSLA Tesla, Inc. - Common Stock $1 618 228 0,24% 4 353 $142 697 Subir ×1
NFLX Netflix, Inc. - Common Stock $1 600 898 0,24% 16 650 $169 089 Subir ×1
EFAV iShares Trust $1 291 549 0,19% 14 135 $71 682 Bajar ×1
ABBV AbbVie Inc. Common Stock $1 267 055 0,19% 5 826 $629 477 Subir ×1
WMT Walmart Inc. - Common Stock $1 250 278 0,19% 10 060 $157 084 Subir ×1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF $1 218 980 0,18% 12 450 $-110 395 Bajar ×1
AVGO Broadcom Inc. - Common Stock $1 204 378 0,18% 3 891 $-71 935 Subir ×1
AGG iShares Trust $1 178 523 0,18% 11 872 $-259 199 Bajar ×1
HD Home Depot, Inc. (The) Common Stock $1 139 590 0,17% 3 465 $-131 489 Bajar ×1
JNJ Johnson & Johnson Common Stock $1 094 753 0,16% 4 479 $180 065 Subir ×1
ABT Abbott Laboratories Common Stock $1 071 746 0,16% 10 439 $49 746 Subir ×1
COST Costco Wholesale Corporation - Common Stock $1 048 512 0,16% 1 052 $221 384 Subir ×1
IBM International Business Machines Corporation Common Stock $993 052 0,15% 4 097 $-337 950 Bajar ×1
SCHF SCHWAB STRATEGIC TRUST $964 948 0,14% 38 988 $24 124 Bajar ×1
XOM Exxon Mobil Corporation Common Stock $921 952 0,14% 5 434 $358 734 Subir ×1
QQQM Invesco NASDAQ 100 ETF $895 325 0,13% 3 768 $-2 415 411 Bajar ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $866 385 0,13% 1 024 $-34 929 Bajar ×1
ORCL Oracle Corporation Common Stock $865 177 0,13% 5 881 $-261 867 Subir ×1
GILD Gilead Sciences, Inc. - Common Stock $856 445 0,13% 6 145 $655 542 Subir ×1
PFE Pfizer, Inc. Common Stock $832 271 0,12% 29 639 $201 107 Subir ×1
PZA Invesco Exchange-Traded Fund Trust II $789 863 0,12% 34 372 $-40 016 Bajar ×1
PANW Palo Alto Networks, Inc. - Common Stock $785 247 0,12% 4 898 $-132 622 Bajar ×1
PG Procter & Gamble Company (The) Common Stock $754 126 0,11% 5 221 $2 031 Bajar ×1
RSP Invesco Exchange-Traded Fund Trust $747 583 0,11% 3 895 $-19 493 Bajar ×1
AIQ Global X Artificial Intelligence & Technology ETF $735 136 0,11% 15 752 $-28 272 Subir ×1
MA Mastercard Incorporated Common Stock $730 015 0,11% 1 461 $-113 636 Bajar ×1
TMUS T-Mobile US, Inc. - Common Stock $722 305 0,11% 3 439 $51 068 Subir ×1
PEP PepsiCo, Inc. - Common Stock $717 363 0,11% 4 620 $44 786 Bajar ×1
PM Philip Morris International Inc Common Stock $702 517 0,11% 4 249 $38 794 Subir ×1
RTX RTX Corporation Common Stock $650 918 0,10% 3 374 $45 339 Subir ×1
SPMO Invesco S&P 500 Momentum ETF $639 139 0,10% 5 701 $-51 366 Bajar ×1
CVS CVS Health Corporation Common Stock $615 849 0,09% 8 575 $-56 350 Subir ×1
MRK Merck & Company, Inc. Common Stock (new) $608 949 0,09% 5 062 $95 832 Subir ×1
CVX Chevron Corporation Common Stock $593 860 0,09% 2 870 $185 948 Subir ×1
PDEC Innovator U.S. Equity Power Buffer ETF - December $591 005 0,09% 13 906 $-12 237
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $567 168 0,08% 1 448 $175 856 Subir ×1
AMAT Applied Materials, Inc. - Common Stock $565 225 0,08% 1 654 $138 314 Bajar ×1
ETN Eaton Corporation, PLC Ordinary Shares $552 849 0,08% 1 546 $348 788 Subir ×1
CSCO Cisco Systems, Inc. - Common Stock $549 343 0,08% 7 080 $77 649 Subir ×1
ALGM Allegro MicroSystems, Inc. - Common Stock $542 064 0,08% 17 192 $89 199 Subir ×1
VWOB Vanguard Emerging Markets Government Bond ETF $512 341 0,08% 7 799 Subir ×1
MS Morgan Stanley Common Stock $493 292 0,07% 2 997 $9 619 Subir ×1
UPS United Parcel Service, Inc. Common Stock $484 169 0,07% 4 921 $6 448 Subir ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $464 588 0,07% 1 190 $-109 174 Bajar ×1
JCI Johnson Controls International plc Ordinary Share $447 427 0,07% 3 417 Subir ×1
IVV iShares Trust $446 302 0,07% 683 $-17 991 Subir ×1
LRCX Lam Research Corporation - Common Stock $445 703 0,07% 2 086 $102 212 Subir ×1
SPEM State Street SPDR Portfolio Emerging Markets ETF $438 092 0,07% 9 339 $559 Bajar ×1
LIN Linde plc - Ordinary Shares $421 673 0,06% 851 Subir ×1
XLI SELECT SECTOR SPDR TRUST $419 624 0,06% 2 595 $33 389 Subir ×1
VZ Verizon Communications Inc. Common Stock $419 587 0,06% 8 358 $163 971 Subir ×1
WM Waste Management, Inc. Common Stock $418 024 0,06% 1 819 $32 395 Subir ×1
AMD Advanced Micro Devices, Inc. - Common Stock $411 206 0,06% 2 021 $-11 195 Subir ×1
BWX SPDR SERIES TRUST $404 044 0,06% 18 407 Subir ×1
IYH iShares U.S. Healthcare ETF $400 551 0,06% 6 498 $-38 370 Bajar ×1
WFC Wells Fargo & Company Common Stock $391 136 0,06% 4 913 $-22 768 Subir ×1
IGEB iShares Investment Grade Systematic Bond ETF $383 596 0,06% 8 513 $-1 866 Subir ×1
KO Coca-Cola Company (The) Common Stock $379 597 0,06% 4 991 $81 961 Subir ×1
SCHM SCHWAB STRATEGIC TRUST $374 492 0,06% 12 096 $10 344 Bajar ×1
GE GE Aerospace Common Stock $369 302 0,06% 1 301 $-37 433 Bajar ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $368 187 0,06% 2 517 $75 610 Subir ×1
IVE iShares Trust $366 882 0,05% 1 738 $-1 262 Subir ×1

Mayores apuestas nuevas

09

Nuevas posiciones abiertas este trimestre, las mayores primero.

ValorValorAcciones% de la cartera
SCHG $47 521 559 1 631 361 7,12%
SPDW $37 832 346 828 748 5,67%
SCHV $30 870 939 1 012 162 4,63%
VWO $30 385 919 562 182 4,55%
VCIT $11 885 126 143 627 1,78%
SPHY $11 752 461 503 965 1,76%
BCI $8 170 257 336 363 1,22%
HEQT $5 848 483 185 666 0,88%
SPLV $5 078 543 69 436 0,76%
VWOB $512 341 7 799 0,08%
JCI $447 427 3 417 0,07%
LIN $421 673 851 0,06%
BWX $404 044 18 407 0,06%
MU $354 959 1 051 0,05%
BMY $315 020 5 194 0,05%

Principales movimientos (trimestre a trimestre)

10
ValorMovimientoAcciones ΔValor Δ
VOO Reducido -280K -$179.3M
MDY Reducido -68K -$40.4M
SPY Reducido -51K -$36.5M
IVW Reducido -260K -$32.9M
IWM Reducido -115K -$28.2M
BND Compró más +197K +$14.2M
QQQM Reducido -9K -$2.4M
MSFT Compró más +418 -$1.6M
QQQ Reducido -2K -$1.5M
GILD Compró más +5K +$656K

5 positions hidden — reported move looks larger than the position itself (data completeness check)

Posiciones cerradas

11

Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas

Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.

ValorTrimestreAcciones anterioresValor anteriorPrecio desde la eliminación
GTO 31 de marzo de 2026 9 716 $460 725
NKE 31 de marzo de 2026 3 622 $230 738 -37,5%
UNH 31 de marzo de 2026 672 $221 843 36,9%
BALL 31 de marzo de 2026 3 817 $202 202 -4,9%